BIC

Bridges Investment Counsel Portfolio holdings

AUM $181M
1-Year Est. Return 21.66%
This Quarter Est. Return
1 Year Est. Return
+21.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$402M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$545K
2 +$401K
3 +$365K
4
JPM icon
JPMorgan Chase
JPM
+$279K
5
BIIB icon
Biogen
BIIB
+$211K

Top Sells

1 +$1.06M
2 +$992K
3 +$419K
4
KSS icon
Kohl's
KSS
+$355K
5
V icon
Visa
V
+$253K

Sector Composition

1 Financials 17.7%
2 Industrials 16.67%
3 Technology 12.14%
4 Energy 12.14%
5 Consumer Staples 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$234K 0.06%
3,000
152
$215K 0.05%
7,812
153
$207K 0.05%
1,725
-308
154
-7,025